Sonic charts four revenue-focused bets: payments, AI, perps/RWAs, prediction markets
Sonic Labs outlined where it plans to build next, framing each of four bets on revenue. Payments and FX come first, pushing cross-border transfers at a fraction of current cost. AI is second via Spawn, now split into Spawn Studio (agentic templates for developers) and Spawn Marketplace, running on Sonic's MCP server. Perps and RWAs are third, targeting 24/7 trading with near-instant finality, and prediction markets are fourth, built as licenseable infrastructure with a product on top (Yes/No now in closed beta on testnet). The thread also acknowledges Aave winding down its Sonic deployment, noting its deposits generated under $5k a quarter — not enough to cover maintenance — and that Sonic won't paper over weak integrations.
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- Prediction markets are fourth. Infrastructure built to license out to existing platforms, and a product of our own on top of it. Yes/No is in closed beta on testnet now, and we'll share signup details once it's ready for wider testing. Replying to their earlier post: Perps and RWAs are third. 24/7 instead of 9:30 to 4, near instant finality instead of T+1, and tighter spreads. We're not trying to reinvent a crypto primitive here, just deliver on the performance p…x.com ↗
- AI is second. Spawn has grown into two products, Spawn Studio for developers building agentic templates and Spawn Marketplace for everyone else, both running on Sonic's new MCP server. Write out what you want the agent to do, fund it, and send it on its way. Replying to their earlier post: So where to from here? There are four bets, and each one is measured on revenue. Payments and FX comes first, because the difference is clearest there. Cross border transfers at a fraction of the c…x.com ↗
- A live example landed last week. Aave is winding down its Sonic deployment. Deposits there were generating them under $5k a quarter, which doesn't cover the cost of maintenance, so they're right to cut it. We're not going to skip past it either, because integrations that exist Replying to their earlier post: The business is what gets built on top of it, who it's distributed with, and whether it makes money. What the performance really buys us is the right to be considered for a class of product that most…x.com ↗
